Financial Management Network’s Truist Financial TFC Stock Holding History

Financial Management Network’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Sell	8,946 -304	-3%	-$15K	0.07%	138
2026 Q1	$468K	Buy	9,250 +76	+0.8%	+$3.75K	0.07%	128
2025 Q4	$456K	Buy	9,174 +101	+1%	+$4.65K	0.07%	122
2025 Q3	$411K	Sell	9,073 -4,264	-32%	-$192K	0.07%	128
2025 Q2	$607K	Buy	13,337 +37	+0.3%	+$1.45K	0.11%	104
2025 Q1	$467K	Sell	13,300 -4,969	-27%	-$221K	0.11%	108
2024 Q4	$806K	Buy	18,269 +30	+0.2%	+$1.34K	0.17%	82
2024 Q3	$773K	Buy	18,239 +32	+0.2%	+$1.35K	0.16%	85
2024 Q2	$696K	Buy	+18,207	New	+$688K	0.17%	86

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Management Network's TFC Position: Q2 2026 in Review

Financial Management Network reduced its Truist Financial (TFC) stake by 3.3% in Q2 2026, selling an estimated $15K and leaving 8,946 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #138.

Financial Management Network first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $806K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Financial Management Network held 8,946 shares of Truist Financial worth $471K as of Q2 2026.
Financial Management Network sold 304 Truist Financial shares in Q2 2026, an estimated $15K.
Truist Financial made up 0.07% of Financial Management Network's portfolio in Q2 2026, its #138 holding.
Financial Management Network first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
Financial Management Network's Truist Financial position peaked at $806K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.